Purchases and Sales Made in Q1 2022 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)
This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPEM) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR SER TR FDS SPDR PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
69.8KNew |
$2.49M - $3M
|
69.8K
$2.78M
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
67.6K+ 45.18% |
$2.41M - $2.91M
|
217K
$8.66M
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
66.4KNew |
$2.37M - $2.86M
|
66.4K
$2.65M
|
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
66.3KNew |
$2.37M - $2.85M
|
66.3K
$2.64M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
62.6K+ 24.18% |
$2.23M - $2.69M
|
322K
$12.8M
|
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
62.4K+ 4.0% |
$2.23M - $2.69M
|
1.62M
$64.6M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60.3K+ 71.8% |
$2.15M - $2.59M
|
144K
$5.75M
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
58.8K+ 172.38% |
$2.1M - $2.53M
|
92.9K
$3.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
57K+ 32.86% |
$2.04M - $2.45M
|
231K
$9.19M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
55.2K+ 206.45% |
$1.97M - $2.37M
|
81.9K
$3.26M
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
55.1KNew |
$1.96M - $2.37M
|
55.1K
$2.19M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
53.9KNew |
$1.92M - $2.32M
|
53.9K
$2.15M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
50.1K+ 56.05% |
$1.79M - $2.15M
|
139K
$5.56M
|
|
|
May 04, 2022
Q1 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
48.4K+ 14.26% |
$1.73M - $2.08M
|
387K
$15.4M
|
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
48.2K+ 7.23% |
$1.72M - $2.07M
|
715K
$28.5M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
46.4K+ 37.22% |
$1.66M - $2M
|
171K
$6.83M
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
43.9K+ 77.3% |
$1.57M - $1.89M
|
101K
$4.01M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
43.1K+ 58.9% |
$1.54M - $1.85M
|
116K
$4.63M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
41.7K+ 165.73% |
$1.49M - $1.79M
|
66.9K
$2.67M
|
|
|
Apr 18, 2022
Q1 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
40.3K+ 10.49% |
$1.44M - $1.73M
|
424K
$16.9M
|
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
38KNew |
$1.36M - $1.63M
|
38K
$1.51M
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
37.9K+ 13.53% |
$1.35M - $1.63M
|
318K
$12.7M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.5K+ 2.3% |
$1.3M - $1.57M
|
1.63M
$64.9M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.6K+ 54.43% |
$1.27M - $1.53M
|
101K
$4.02M
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
35.4K+ 35.77% |
$1.26M - $1.52M
|
134K
$5.36M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.7K+ 24.86% |
$1.24M - $1.49M
|
174K
$6.94M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
33.8K+ 18.24% |
$1.21M - $1.45M
|
219K
$8.73M
|
|
|
May 11, 2022
Q1 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
32.4K+ 34.69% |
$1.16M - $1.39M
|
126K
$5.01M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
31.7K+ 113.19% |
$1.13M - $1.37M
|
59.8K
$2.38M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.1K+ 6.85% |
$1.11M - $1.34M
|
485K
$19.3M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.7K+ 38.93% |
$1.1M - $1.32M
|
110K
$4.37M
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
30.1K+ 7.11% |
$1.08M - $1.3M
|
454K
$18.1M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
29.9K+ 168.1% |
$1.07M - $1.29M
|
47.7K
$1.9M
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
29.6KNew |
$1.06M - $1.27M
|
29.6K
$1.18M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
29.5K+ 12.34% |
$1.05M - $1.27M
|
269K
$10.7M
|
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
29.1K+ 36.74% |
$1.04M - $1.25M
|
108K
$4.32M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
29.1K+ 8.09% |
$1.04M - $1.25M
|
388K
$15.5M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
28.6K+ 33.39% |
$1.02M - $1.23M
|
114K
$4.55M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
26.8K+ 50.0% |
$957K - $1.15M
|
80.4K
$3.21M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
26.2K+ 82.81% |
$935K - $1.13M
|
57.8K
$2.31M
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
25.5KNew |
$911K - $1.1M
|
25.5K
$1.02M
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
25.5K+ 41.16% |
$909K - $1.1M
|
87.4K
$3.48M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
25.3K+ 6.28% |
$902K - $1.09M
|
428K
$17.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
25.1KNew |
$894K - $1.08M
|
25.1K
$999K
|
|
|
May 10, 2022
Q1 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
25.1K+ 17.72% |
$894K - $1.08M
|
166K
$6.64M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.5K+ 114.92% |
$875K - $1.06M
|
45.9K
$1.83M
|
|
|
Apr 14, 2022
Q1 2022
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
24.5K+ 33.74% |
$875K - $1.05M
|
97.2K
$3.87M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
23.1K+ 34.33% |
$825K - $994K
|
90.4K
$3.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
22.7K+ 5.95% |
$810K - $977K
|
404K
$16.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
22.1K+ 214.12% |
$787K - $949K
|
32.4K
$1.29M
|